Franklin Resources (MEX:BEN) Debt-to-Equity: 1.42 (As of Jun. 2026) — 112% Above Median

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Director of Data and Quant Analytics at GuruFocus
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Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

MEX:BEN Franklin Resources Inc MEX:BEN
60 GF Score
Price MXN565.47
GF Value MXN307.03
Valuation Significantly Overvalued
! 9 Warning Signs
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What is Franklin Resources Debt-to-Equity?

Franklin Resources MEX:BEN 60 Debt-to-Equity is 1.42 as of Jun. 2026, which is 112% above its 10-year median of 0.67. GuruFocus rates MEX:BEN with a GF Score™ of 60/100 and a GF Value™ of MXN307.03 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 960 Asset Management companies, Franklin Resources ranks worse than 90.21% on this metric.

Franklin Resources's Short-Term Debt & Capital Lease Obligation for the quarter that ended in Jun. 2026 was MXN0 Mil. Franklin Resources's Long-Term Debt & Capital Lease Obligation for the quarter that ended in Jun. 2026 was MXN291,573 Mil. Franklin Resources's Total Stockholders Equity for the quarter that ended in Jun. 2026 was MXN204,820 Mil. Franklin Resources's debt to equity for the quarter that ended in Jun. 2026 was 1.42.

A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.

The historical rank and industry rank for Franklin Resources's Debt-to-Equity or its related term are showing as below:

MEX:BEN' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.07   Med: 0.67   Max: 1.42
Current: 1.42

During the past 13 years, the highest Debt-to-Equity Ratio of Franklin Resources was 1.42. The lowest was 0.07. And the median was 0.67.

MEX:BEN's Debt-to-Equity is ranked worse than
90.21% of 960 companies
in the Asset Management industry
Industry Median: 0.21 vs MEX:BEN: 1.42

Franklin Resources  (MEX:BEN) Debt-to-Equity Explanation

In the calculation of Debt to Equity, we use the total of Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation divided by Total Stockholders Equity. In some calculations, Total Liabilities is used to for calculation.


Be Aware

Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.


Franklin Resources Debt-to-Equity Related Terms


Franklin Resources Debt-to-Equity Historical Data

* Premium members only.

The historical data trend for Franklin Resources's Debt-to-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Franklin Resources Debt-to-Equity Chart

Franklin Resources Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Debt-to-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.68 0.82 0.99 1.05 1.10

Franklin Resources Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Debt-to-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.09 1.10 1.17 1.27 1.42

MEX:BEN vs CG, CRBG, PS: Debt-to-Equity Comparison

For the Asset Management subindustry, Franklin Resources's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Franklin Resources Debt-to-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Franklin Resources's Debt-to-Equity distribution charts can be found below:

* The bar in red indicates where Franklin Resources's Debt-to-Equity falls into.


MEX:BEN
60GF Score
Franklin Resources Inc MEX:BEN
Debt-to-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Franklin Resources Debt-to-Equity Calculation

Debt to Equity measures the financial leverage a company has.

Franklin Resources's Debt to Equity Ratio for the fiscal year that ended in Sep. 2025 is calculated as

Franklin Resources's Debt to Equity Ratio for the quarter that ended in Jun. 2026 is calculated as

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Debt-to-Equity →
What does a Debt-to-Equity of 1.42 mean?
Franklin Resources (MEX:BEN) has a Debt-to-Equity of 1.42 as of Jun. 2026. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Franklin Resources and its competitors. This is 112% above median its historical median of 0.67. Over the past decade, Franklin Resources' Debt-to-Equity has ranged from 0.07 to 1.42. According to the industry distribution chart, Franklin Resources ranks #866 out of 960 companies in the Asset Management industry, placing it in the top 90.2%.
Is Franklin Resources' Debt-to-Equity too high?
Franklin Resources' current Debt-to-Equity of 1.42 is 112% above median its 10-year median of 0.67. Over the past 10 years, this metric has ranged from a low of 0.07 to a high of 1.42. The Asset Management industry median Debt-to-Equity is 0.21. Franklin Resources' value of 1.42 is 576.2% above this industry median. Based on the distribution chart, Franklin Resources ranks #866 out of 960 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Franklin Resources has a GF Score™ of 60/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Franklin Resources' Debt-to-Equity compare to CG and CRBG?
According to the Asset Management industry distribution chart, Franklin Resources ranks #866 out of 960 companies for Debt-to-Equity. This places Franklin Resources in the lower half of its industry. The industry median Debt-to-Equity is 0.21. Franklin Resources' value of 1.42 is 576.2% above this benchmark. Historically, Franklin Resources' own Debt-to-Equity has ranged from 0.07 to 1.42 over the past decade. While the company's 10-year median is 0.67 vs. the industry median of 0.21, Franklin Resources has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Debt-to-Equity for an Asset Management company?
The median Debt-to-Equity among Asset Management companies is 0.21, based on 960 companies in the industry. Companies in the top quartile (top 25%) have a Debt-to-Equity significantly above this median, while those in the bottom quartile fall well below. However, Debt-to-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Franklin Resources's current Debt-to-Equity of 1.42 is 576.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Debt-to-Equity mean?
A high Debt-to-Equity can signal that a stock is expensive relative to its fundamentals. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Franklin Resources and its competitors. For the Asset Management industry, the median Debt-to-Equity is 0.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Franklin Resources's current Debt-to-Equity is 1.42, which is 112% above median its own 10-year median of 0.67. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Franklin Resources stock overvalued right now?
Based on GuruFocus' analysis, Franklin Resources (MEX:BEN) is currently considered Significantly Overvalued. The stock's GF Value™ is MXN307.03, compared to a current price of MXN565.47 — trading 84.2% above its estimated fair value. The current Debt-to-Equity is 1.42, which is 112% above median its 10-year median of 0.67 and 576.2% above the Asset Management industry median of 0.21. Franklin Resources' overall GF Score™ is 60/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Debt-to-Equity calculated?
Debt-to-Equity is calculated from a company's financial statements. For Franklin Resources (MEX:BEN), the current Debt-to-Equity is 1.42 as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Franklin Resources (MEX:BEN) Overvalued in 2026?

Based on GuruFocus' analysis, Franklin Resources stock appears to be overvalued. The current stock price of MXN565.47 is trading 84.2% above its estimated GF Value™ of MXN307.03. GuruFocus considers Franklin Resources to be Significantly Overvalued.

Key valuation signals for MEX:BEN:

  • Debt-to-Equity: 1.42 (112% above median its 10-year median of 0.67)
  • GF Value™: MXN307.03 vs. price of MXN565.47 (84.2% above fair value)
  • GF Score™: 60/100 with 9 warning signs
  • Industry Position: 576.2% above the Asset Management median (#866 of 960)

No single metric tells the full story. See the MEX:BEN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Franklin Resources Business Description

Address One Franklin Parkway, San Mateo, CA, USA, 94403
Franklin Resources provides investment services for individual and institutional investors. At the end of May 2026, Franklin had $1.780 trillion in managed assets, composed primarily of equity (40%), fixed-income (26%), multi-asset/balanced (12%) funds, alternatives (17%), and money market funds (5%). Distribution tends to be weighted between retail investors (57% of assets under management) and institutional accounts (40%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the US-based asset managers we cover, with 30% of its AUM invested in global/international strategies and 29% sourced from clients domiciled outside the United States.
60GF Score

Get the complete analysis for MEX:BEN

Debt-to-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN565.47
Price
MXN307.03
GF Value